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How to build a dashboard with Excel
I'm about to start building a dashboard with MS Project data, but not having done it before I thought I’d ask some questions here. Requirement is to show last week vs this week's data - currently on...
- Hi John - yeah, that was a bit vague.
In my head, i've seen and used many different dashboards, and they're all relatively similar. What we said vs what we did, generally.
Resource utilisation - supply vs demand. 100 max utilisation vs what they've actually assigned to
We use outline codes to distinguish teams / contarctor agencies - so i'd like to be able to use these to auto generate / update the page
I'll have a look at PlannersPlace suggestion (thanks!) and see what i like
I envisage just taking a copy and paste from Project (gantt view and resource usage view) each week, pasting it in and dashboards updating
This is how I'd go about it.
- Before starting this week's progress update, I'd save last week's progress data using one of the baseline fields, say Baseline 10 (i.e set baseline to "Baseline 10" if not in use)
- Update the schedule based on this week's progress data
- Create a new View and add all the fields you want to a new Table, and they will be this week's data.
- Also add equivalent Baseline 10 fields of the fields added in #3 above and rename these Baseline 10 fields to have Last Week in their titles, e.g. "Baseline 10 Start" becomes "Last Week's Start"
- Save your View
- Export the View to Excel
- In Excel, use any of the many comparison charts to present your exported data
- Repeat steps #1, #2 & #6 every week
If you need ideas for displaying schedule data in an Excel dashboard, check out Ahmed's blog https://www.ahmed-fattah.com/feed
=jerome